About Apptivo

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need. Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually.
Apptivo Software - Sales Stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart.  Track time against any task to be used for invoicing.
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.
Apptivo Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view.
Apptivo Software - Complete 360 View - The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and custom ref app in 360-degree tabs.
Apptivo video
Apptivo Software - Sales Stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost. - thumbnail
Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads. - thumbnail
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart.  Track time against any task to be used for invoicing. - thumbnail
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes. - thumbnail
Apptivo Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view. - thumbnail

Apptivo pricing

Apptivo has a free version and offers a free trial. Apptivo paid version starts at US$10.00/month.

Starting Price:
US$10.00/month
Free Version:
Yes
Free trial:
Yes

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Apptivo Reviews

Feature rating

Value for Money
4.7
Functionality
4.3
Ease of Use
4.2
Customer Support
4.7
5 reviews of 665 View all reviews
Marisela
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 28/11/2016

Customer Support is very Responsive

Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it.

The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few.

I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

Pros

Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Cons

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Maira
  • Industry: Security & Investigations
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
4

4
Reviewed on 16/11/2022

Flexible Software Platform

Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!

Pros

Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model.

Cons

Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports.

Alternatives Considered

Salesforce Platform

Reasons for Choosing Apptivo

Obsolescence

Reasons for Switching to Apptivo

Price relative to the feature set we required at the given time.
Michele
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
0
Features
5
Ease of Use
2
Customer Support
1

3
Reviewed on 12/11/2022

Client use

Not great. Wouldn't recommend to further clients. Customer help kept repeating the same thing which didn't help. Gave up on the connection.

Pros

I liked the fact that it linked through to xero, however I can't get it to connect correctly.

Cons

The fact I can't get it to connect to xero and is clunky in that area.

Lori
  • Industry: Research
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/8/2022

Great Product

Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.

Pros

Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business

Cons

If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.

Sunil
  • Industry: Consumer Goods
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
4

4
Reviewed on 31/3/2020

Decent Suite of Productivity Apps

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.

Pros

One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.

Cons

Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.

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